Civic Intelligence

Ikaika Ohana

Plan context: Ikaika Ohana 401(K) Profit Sharing Plan & Trust

EIN 80-0153639 • Santa Ana, CA • 9 filings • 3 plans

2000 E 4T St Ste 220Santa Ana, CA 92705
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$311,718

2024 Contributions

$76,617

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,434,416$717,208$0201720212024YearValue
$311,718Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1050201720212024YearValue
9Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202419$311,718$76,617$8,513iApproximate average salary by contribution assumption: employee only about $212,825 at 4% or $141,883 at 6%; with 50% employer match about $141,883 at 4% or $94,589 at 6%; with 100% employer match about $106,413 at 4% or $70,942 at 6%.
Ikaika Ohana 401(K) Profit Sharing Plan & Trust-9$311,718$76,617$8,513iApproximate average salary by contribution assumption: employee only about $212,825 at 4% or $141,883 at 6%; with 50% employer match about $141,883 at 4% or $94,589 at 6%; with 100% employer match about $106,413 at 4% or $70,942 at 6%.
202318$253,088$73,945$9,243iApproximate average salary by contribution assumption: employee only about $231,078 at 4% or $154,052 at 6%; with 50% employer match about $154,052 at 4% or $102,701 at 6%; with 100% employer match about $115,539 at 4% or $77,026 at 6%.
Ikaika Ohana 401(K) Profit Sharing Plan & Trust-8$253,088$73,945$9,243iApproximate average salary by contribution assumption: employee only about $231,078 at 4% or $154,052 at 6%; with 50% employer match about $154,052 at 4% or $102,701 at 6%; with 100% employer match about $115,539 at 4% or $77,026 at 6%.
202219$835,918$91,610$10,179iApproximate average salary by contribution assumption: employee only about $254,472 at 4% or $169,648 at 6%; with 50% employer match about $169,648 at 4% or $113,099 at 6%; with 100% employer match about $127,236 at 4% or $84,824 at 6%.
Ikaika Ohana 401(K) Profit Sharing Plan & Trust-9$835,918$91,610$10,179iApproximate average salary by contribution assumption: employee only about $254,472 at 4% or $169,648 at 6%; with 50% employer match about $169,648 at 4% or $113,099 at 6%; with 100% employer match about $127,236 at 4% or $84,824 at 6%.
202119$1,434,416$100,240$11,138iApproximate average salary by contribution assumption: employee only about $278,444 at 4% or $185,630 at 6%; with 50% employer match about $185,630 at 4% or $123,753 at 6%; with 100% employer match about $139,222 at 4% or $92,815 at 6%.
Ikaika Ohana 401(K) Profit Sharing Plan & Trust-9$1,434,416$100,240$11,138iApproximate average salary by contribution assumption: employee only about $278,444 at 4% or $185,630 at 6%; with 50% employer match about $185,630 at 4% or $123,753 at 6%; with 100% employer match about $139,222 at 4% or $92,815 at 6%.
2020110$1,429,445$121,469$12,147iApproximate average salary by contribution assumption: employee only about $303,673 at 4% or $202,448 at 6%; with 50% employer match about $202,448 at 4% or $134,966 at 6%; with 100% employer match about $151,836 at 4% or $101,224 at 6%.
Ikaika Ohana 401(K) Profit Sharing Plan & Trust-10$1,429,445$121,469$12,147iApproximate average salary by contribution assumption: employee only about $303,673 at 4% or $202,448 at 6%; with 50% employer match about $202,448 at 4% or $134,966 at 6%; with 100% employer match about $151,836 at 4% or $101,224 at 6%.
201919$1,165,977$1,106,366$122,930iApproximate average salary by contribution assumption: employee only about $3,073,239 at 4% or $2,048,826 at 6%; with 50% employer match about $2,048,826 at 4% or $1,365,884 at 6%; with 100% employer match about $1,536,619 at 4% or $1,024,413 at 6%.
Ikaika Ohana 401(K) Profit Sharing Plan & Trust-9$1,165,977$1,106,366$122,930iApproximate average salary by contribution assumption: employee only about $3,073,239 at 4% or $2,048,826 at 6%; with 50% employer match about $2,048,826 at 4% or $1,365,884 at 6%; with 100% employer match about $1,536,619 at 4% or $1,024,413 at 6%.
201811$15,799$8,564$8,564iApproximate average salary by contribution assumption: employee only about $214,100 at 4% or $142,733 at 6%; with 50% employer match about $142,733 at 4% or $95,156 at 6%; with 100% employer match about $107,050 at 4% or $71,367 at 6%.
Ikaika Ohana 401(K) Profit Sharing Plan & Trust-1$15,799$8,564$8,564iApproximate average salary by contribution assumption: employee only about $214,100 at 4% or $142,733 at 6%; with 50% employer match about $142,733 at 4% or $95,156 at 6%; with 100% employer match about $107,050 at 4% or $71,367 at 6%.
201711$8,025$7,750$7,750iApproximate average salary by contribution assumption: employee only about $193,750 at 4% or $129,167 at 6%; with 50% employer match about $129,167 at 4% or $86,111 at 6%; with 100% employer match about $96,875 at 4% or $64,583 at 6%.
Ikaika Ohana 401(K) Profit Sharing Plan & Trust-1$8,025$7,750$7,750iApproximate average salary by contribution assumption: employee only about $193,750 at 4% or $129,167 at 6%; with 50% employer match about $129,167 at 4% or $86,111 at 6%; with 100% employer match about $96,875 at 4% or $64,583 at 6%.
201610$0$0-
Ikaika Ohana 401(K) Profit Sharing Plan & Trust-0$0--